Caroline Marciano, J.D.
Senior Vice President, Chief Fiduciary & Risk Officer
Caroline is a Senior Vice President and the Chief Fiduciary & Risk Officer with Kanaly Trust. She oversees estate administrations ensuring that the company’s duties and responsibilities as Executor are fulfilled efficiently in an organized, detail-oriented manner, and that the company is acting in accordance with the governing documents and law. She also serves as a resource for advanced estate planning and transfer tax issues and ideas, and reviews clients’ estate plans and planning documents, advising on content and suggesting changes if appropriate. Additionally, Caroline reviews trusts and testamentary documents to determine whether Kanaly can accept appointment as fiduciary, and provides in-house expertise to resolve fiduciary issues. She is a member of Kanaly’s Risk Management Committee and serves as Chair of Kanaly’s Trust Committee.
Caroline brings to the company over ten years of experience in trust and estate administration, estate and transfer tax planning, and fiduciary responsibilities. Prior to joining Kanaly in 2011, she practiced trusts and estates law for over five years at a highly regarded law firm in Houston specializing in probate, trusts, estates and related litigation. While practicing law she co-authored several items on trustee discretionary distributions, including an article published in the Trusts & Estates Journal of Wealth Management.
Caroline obtained her Doctor of Jurisprudence degree in 2005 from the University of Houston and is a licensed attorney in Texas and Nebraska. She is a member of the State Bar of Texas (Real Estate, Probate & Trust Section), Houston Bar Association (Probate, Trusts & Estates Section), and Nebraska State Bar Association (Real Property, Probate & Trust Law Section). Her local memberships include the Houston Business & Estate Planning Council, Houston Estate & Financial Forum, Houston Estate Planning Association, Attorneys in Tax and Probate (former board member and Past President), and Disability & Elder Law Attorneys Association . She previously served on the board of the Association of Women Attorneys and on the planning committee for the South Texas College of Law Wills & Probate Institute.
Caroline enjoys running, reading and traveling with her family. She is a member of the Pastoral Council at St. Rose of Lima Catholic Church and volunteers at St. Rose of Lima Catholic School. She is a past board member of the Association of Women Attorneys Foundation.